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Capital Research Global Investors

Capital Research Global Investors Portfolio holdings

AUM $645B
1-Year Est. Return 30.61%
 

Capital Research Global Investors (CRGI), a division of Capital Group established in 1931 and headquartered in Los Angeles, California, is a powerhouse in active investment management, overseeing hundreds of billions in assets with a focus on global equity portfolios. Known for its long-term, research-intensive approach, CRGI employs a unique multiple-portfolio-manager system to diversify risk and enhance returns, serving institutional clients, financial advisors, and individual investors through vehicles like the American Funds mutual fund family. The firm’s investment philosophy emphasizes fundamental analysis and a deep understanding of companies worldwide, aiming to identify growth opportunities over extended horizons. As part of Capital Group’s broader mission, CRGI has built a reputation for delivering consistent, value-driven results in the global investment landscape.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$645B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
499
New
Increased
Reduced
Closed

Top Buys

1 +$9.76B
2 +$9.53B
3 +$8.35B
4
AMZN icon
Amazon
AMZN
+$6.25B
5
CSCO icon
Cisco
CSCO
+$5.01B

Top Sells

1 +$4.73B
2 +$1.86B
3 +$1.54B
4
AIG icon
American International
AIG
+$1.45B
5
COF icon
Capital One
COF
+$1.43B

Sector Composition

1 Technology 29.96%
2 Healthcare 12.5%
3 Consumer Discretionary 11.56%
4 Industrials 9.85%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
REGN icon
326
Regeneron Pharmaceuticals
REGN
$64.8B
$78.7M 0.01%
101,891
-1,445
EHC icon
327
Encompass Health
EHC
$9.91B
$78.7M 0.01%
813,732
+216,430
TCOM icon
328
Trip.com Group
TCOM
$28.7B
$78.7M 0.01%
+1,580,121
LOW icon
329
Lowe's Companies
LOW
$120B
$77.9M 0.01%
329,612
-4,587
QTWO icon
330
Q2 Holdings
QTWO
$2.71B
$76.6M 0.01%
1,620,408
-1,520,636
WCC
331
WESCO International
WCC
$17.2B
$74.9M 0.01%
273,590
+2,114
TEL icon
332
TE Connectivity
TEL
$59.3B
$70.9M 0.01%
+338,994
SHEL icon
333
Shell
SHEL
$220B
$68.8M 0.01%
739,485
-34,426
IREN icon
334
Iris Energy
IREN
$19.6B
$67.7M 0.01%
1,973,503
+948,073
NET icon
335
Cloudflare
NET
$79.8B
$66.4M 0.01%
+321,736
IDA icon
336
Idacorp
IDA
$8.05B
$65.8M 0.01%
460,000
+108,300
TEX icon
337
Terex
TEX
$7.76B
$65.3M 0.01%
+1,104,471
SII
338
Sprott
SII
$2.93B
$64.9M 0.01%
455,080
-536,259
MASI
339
DELISTED
Masimo
MASI
$63.9M 0.01%
359,058
-278,836
SXI icon
340
Standex International
SXI
$3.83B
$63.4M 0.01%
+248,603
ALHC icon
341
Alignment Healthcare
ALHC
$4.48B
$63.3M 0.01%
+3,593,576
IRTC icon
342
iRhythm Holdings
IRTC
$3.62B
$60.1M 0.01%
509,590
-675,156
ESAB icon
343
ESAB
ESAB
$5.88B
$59.8M 0.01%
618,502
MGNI icon
344
Magnite
MGNI
$2.58B
$59.6M 0.01%
5,020,289
-7,900,000
VNOM icon
345
Viper Energy
VNOM
$8.48B
$58.3M 0.01%
1,240,927
+224,000
SAIA icon
346
Saia
SAIA
$11.5B
$57.1M 0.01%
162,641
-13,394
BBIO icon
347
BridgeBio Pharma
BBIO
$13.4B
$56.7M 0.01%
763,702
-1,170,996
UUUU icon
348
Energy Fuels
UUUU
$3.87B
$56.1M 0.01%
+3,072,005
CIFR icon
349
Cipher Digital Inc
CIFR
$11.3B
$55.8M 0.01%
4,335,766
+2,339,821
STT icon
350
State Street
STT
$48.1B
$55M 0.01%
434,818
-247,177